See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $67,165 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $1,809 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,605 | $88,083-36.9% | $164,813-66.3% | $74,495-25.4% |
| Participation rate | 95.8% | 73.0%+22.7pp | 78.6%+17.2pp | 67.2%+28.6pp |
| Annual return | 12.69% | 17.26%-4.6pp | 69.93%-57.2pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $1,413 | $2,593-45.5% | $4,341-67.5% | $2,623-46.1% |
| Participant deferral / active EE | $4,792 | $4,498+6.5% | $6,031-20.6% | $4,346+10.3% |
| Admin fee / account holder | $344 | $2,234-84.6% | $12,690-97.3% | $1,942-82.3% |